Campaign Monitor Invitation 2022

Lets talk Campaign Monitor Invitation…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Invitation

the technical aspects of the combination software our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns great thanks Ross and say a couple of more participants have just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous people on the webinar can really see the responses can be found in thick and fast we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like okay yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the connector so that’s truly terrific to see yeah and a bit of an interest going on so some people are just looking to know more and yeah someone aiming to connect so yeah that’s actually insightful which actually helps us make sure we type of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a couple of minutes to tell you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail projects and determine the outcomes instantly syncing your data in between these 2 powerful apps suggests that you’re always working with the latest and most accurate information nor from within your Salesforce company great thanks boss therefore just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Campaign Monitor Invitation

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you might find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is an excellent summary of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Invitation

 

own time and ensure you have actually got all the knowings and prior to we kick off the demonstration similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our vital expert business group and endless our combination operates at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing projects in just a few minutes there are also many other benefits to keeping your information consistent in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and define receivers and send an email project and view results we’ll also offer a few ideas on how to check securely and finally how to contact the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm but without the extra steps of visiting frequently or working throughout multiple internet browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Invitation